Recently, Xiaopeng Motor has adopted the plan of first delivering and then installing the radar for the P5, which has just started delivery, and plans to start installing the radar in batches by the end of March 2022. At the same time, in order to compensate the owners for the waiting period, Xiaopeng will give these owners XPILOT (3.0/3.5) software for free. This information, means that under the pressure of chip shortage, Xiaopeng automobile also joined the new car "reduce the allocation of delivery" team.
Ideal car before xiao peng car, to open in early October this year decided to adopt "delivery before make-up radar" new delivery plan, which was scheduled for October - November delivery of users against can deliver first installed forward before 1 + 2 Angle after three radar model of millimeter wave radar, and in December to free their make-up for users before the Spring Festival next year. Xiaopeng Automobile also adopted a similar delivery plan to deal with the problem of missing core, which may indicate that under the pressure of missing core, there will be more and more car enterprises to adopt this delivery method.
Under the pressure of lack of core, the new car "reduce allocation" on the market becomes normal
The lack of chips in the auto industry has been going on for months, with the renesas fire in March and the outbreak in Malaysia spiraling out of control in September exacerbating the automotive chip shortage. Chip shortage, the most direct impact is the car production and sales hindered, in order to save the continuous decline in sales, major car companies began to reduce the way to reduce the dependence on chips, so that the production and sales data will not look too "ugly".
However, the same reduction, some car companies use the "first delivery after replacement" scheme, and some car companies use the "permanent" reduction scheme. The former approach is more common among new power car companies. For example, Ideal and Xiaopeng adopt this temporary allocation reduction scheme, while many traditional car companies directly remove some configurations that will not affect vehicle performance and safety.
The move follows Nissan's decision to remove navigation systems from some of its new cars and Renault's decision to stop using large digital gauges on its Arkana model. In April, GM announced that it would no longer include fuel management modules in its 2021 pickup trucks, saying the reduction would have no impact on performance or safety, but would get slightly more fuel, though it would also cost less than before. In addition, Mercedes said in early October that it would no longer guarantee the full configuration of all new cars due to a chip shortage; Hyundai-kia and Peugeot have also made it clear that they will produce some subsized models.
During the special period, the new car "reduction and listing" scheme is feasible
Gasco once conducted a survey on "how to view the practice of car companies'" reduction of allocation "to deal with the lack of core". The survey results showed that 51% of the participants in the survey of more than 1,500 people agreed with the practice of car companies. However, compared with the "permanent" subtraction of some configurations, the "deliver later install" scheme is more easily accepted by consumers. Some net friends said: "the current car products fancy configuration too much, some are not practical, such as rear entertainment system, roof atmosphere lights, fragrance devices, if these do not touch the vehicle performance and safety configuration reduced, the price can be further reduced, I am willing to accept."
Senior analyst of Gaishi Automotive Research Institute also pointed out that the scheme of "reduction" for new cars launched by enterprises under pressure of lack of core is feasible, mainly based on the following three considerations: first, this scheme can meet the demand of users for car purchase (because some users of hot models have been waiting for more than half a year), and reduce customer complaints and complaints; Second, reduce the operating costs of automobile enterprises. Generally speaking, the production line planning of automobile enterprises is ready. If they do not produce and deliver, they will face high inventory costs and fixed asset investment costs caused by spare parts backlog. Iii. Ensure the orderly pace of supply chain and product planning.
Cui Dongshu, secretary general of the Association, said in an interview with Gasco that at the present stage, car companies have launched some "reduced" models to reduce the dependence on chips, which reflects their flexible attitude to cope with the lack of core. In his opinion, such as ideal and Xiaopeng to take the first delivery after the replacement of radar is more easily accepted by most consumers, because at the present stage of the lidar vehicle has not played its due performance, loading now and loading after a few months, completely does not affect the normal use of the vehicle.
The lack of core problem is difficult to improve in the short term, the global auto production and marketing seriously hindered
Although the major car enterprises are committed to reduce the pressure brought by the lack of core, but it is undeniable that the lack of core has become a major dominant factor restricting the development of the global auto industry at this stage. Chen Bin, executive vice president of China Machinery Industry Federation, pointed out at the 2021 China Automotive Supply Chain Conference, "From May to September this year, the production and sales volume (of domestic vehicles) declined year-on-year for five consecutive months. Based on this estimate, we are likely to reduce production by about 2 million units for the whole year. In addition, data provided by AFS shows that as of October 24, this year's global auto cumulative production reduction has reached 9.74 million units, the global auto market is expected to total production reduction of 10.943 million units this year.
The core problem is difficult to solve the new car "reduction with delivery" will become normal
So far, the lack of core in the auto industry has not improved. According to new research from Susquehanna Financial Group, the average lead time between chip orders being placed and delivered hit 21.9 weeks in October, the longest since the firm began tracking data in 2017. However, there is a voice in the industry that as domestic chips gradually play a replacement role, next year's first quarter of the domestic auto industry core problem will be significantly improved. But also have a different point of view, an auto industry observers refer to Bosch China President Jiang Jian provides data representation, the traditional internal combustion engine vehicle to use about 100 to 200 pieces of semiconductor chip, the chip used in the new energy vehicles 5 times compared with the traditional fuel vehicles is increasing, so in the new energy vehicles gradually expand the scale of production and sales, The market demand for automotive chips will only grow, and domestic replacement chips cannot be mass-produced in a short time, so the market is likely to be short of core until the middle of next year or even longer.
However, as the delivery of new cars reduced due to the lack of core becomes the norm, some order users may give up buying the already determined products and turn to the next model with better configuration to be launched by the auto company under the situation of accelerated update and iteration of auto products. For example, a user who has ordered the Ideal ONE has given up buying the car, because the ideal X01, the second model of the Ideal, will be delivered in the second half of next year. For new power car companies, their second model is usually more mature than the first model. Therefore, rather than proposing a "reduced" product at the present stage, Better to wait half a year to buy a more mature, more complete car. From this point of view, the lack of core also allows users to buy car options become more flexible and diversified.
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